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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,382 | $102,632+335.9% | $81,988+445.7% | $158,950+181.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 26.61% | 61.05%-34.4pp | 41.31%-14.7pp | 302.91%-276.3pp |
| Employer contribution / active EE | $2,516 | $3,241-22.4% | $2,498+0.7% | $4,762-47.2% |
| Participant deferral / active EE | $4,161 | $4,649-10.5% | $3,722+11.8% | $5,983-30.4% |
| Admin fee / account holder | $4,768 | $8,237-42.1% | $5,665-15.8% | $11,248-57.6% |